Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding PIMCO REAL RETURN - CLASS R in their Schedule of Assets, totaling $818K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $215K |
| 2 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $203K |
| 3 | CENTER STREET COMMUNITY CLINIC I CENTER STREET COMMUNITY CLINIC INC 401K |
MARION OH |
| 88 |
| $3.0M |
| $117K |
| 4 | PCC MEDICAL HOLDINGS LLC PCC MEDICAL HOLDINGS LLC 401K PLAN | PALM SPRINGS FL | 410 | $5.5M | $89K |
| 5 | CIRCLE AUTOMOTIVE GROUP, INC. CIRCLE AUTOMOTIVE GROUP, INC. 401(K) PLAN | SANTA ANA CA | 160 | $5.3M | $44K |
| 6 | CENTER FOR SOCIAL CHANGE, INC. CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN | ELKRIDGE MD | 270 | $4.3M | $43K |
| 7 | MERIDIAN CAPITAL GROUP, LLC MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 263 | $19.9M | $37K |
| 8 | THE ANDERSON COMPANY, L.L.C. THE ANDERSON COMPANY, L.L.C. 401(K) RETIREMENT PLAN | MANASSAS VA | 251 | $10.6M | $22K |
| 9 | K9S FOR WARRIORS INC. K9S FOR WARRIORS | PONTE VEDRA FL | 209 | $1.9M | $10K |
| 10 | SWANK TEK INC SWANK TEK INC 401(K) PLAN | NUTLEY NJ | 139 | $3.7M | $10K |
